No one financial planner is right for everyone. Therefore, we have designed our services to be of most benefit to the client profiles listed below. If you do not fit into one of the categories below, we will be happy to refer you to a firm more appropriate for your particular needs.
CLIENT PROFILE 1: YOU ARE "UP & COMING"
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Busy, up and coming entrepreneurs, professionals or executives
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Love and care for their families
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Coach-able attitude (i.e. not a know-it-all!)
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Willingness to plan, save money and take a long-term view
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Ready to make a substantial commitment—saving and/or investing at least $1,000 a month—to their family's financial future
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CLIENT PROFILE 2: YOU ARE "COMING IN FOR LANDING"
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Sights set on retirement
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Have a retirement nest egg of $250,000 or more, which may come from a retirement plan rollover, a large IRA or other assets they have accumulated over the years
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Often these clients want to know if they are able to retire when they want and need help planning that transition
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Looking for investment advice and service as they seek a lifetime income that is secure and growing
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CLIENT PROFILE 3: "ARRIVED AND WANT TO STAY THAT WAY!"
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Financially independent
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Successful in accumulating a sizeable estate
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Concerned about preserving and passing their estate—typically valued at $1,000,000 or more—on to those they love or a cause about which they care deeply
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Desire to avoid estate transfer taxes and pass on their estate intact
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Visit our Services page to read more about how we can serve each of these client profiles, or if you would like to schedule some time to discuss your particular situation, simply contact us today.
